IAA
Independent Advisor Alliance’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
10,285
-16
| -0.2% | -$998 | 0.02% | 515 |
|
|
2025
Q1 | $650K | Sell |
10,301
-36
| -0.3% | -$2.27K | 0.02% | 463 |
|
|
2024
Q4 | $563K | Buy |
10,337
+1,381
| +15% | +$75.2K | 0.01% | 925 |
|
|
2024
Q3 | $558K | Sell |
8,956
-1,077
| -11% | -$67.1K | 0.02% | 439 |
|
|
2024
Q2 | $552K | Buy |
10,033
+735
| +8% | +$40.5K | 0.02% | 439 |
|
|
2024
Q1 | $525K | Sell |
9,298
-1,642
| -15% | -$92.7K | 0.02% | 444 |
|
|
2023
Q4 | $709K | Sell |
10,940
-4,291
| -28% | -$278K | 0.03% | 366 |
|
|
2023
Q3 | $824K | Sell |
15,231
-3,281
| -18% | -$177K | 0.04% | 323 |
|
|
2023
Q2 | $1.25M | Sell |
18,512
-603
| -3% | -$40.7K | 0.06% | 267 |
|
|
2023
Q1 | $1.48M | Sell |
19,115
-314
| -2% | -$24.3K | 0.07% | 231 |
|
|
2022
Q4 | $1.52K | Sell |
19,429
-1,319
| -6% | -$103 | ﹤0.01% | 272 |
|
|
2022
Q3 | $1.45M | Buy |
20,748
+1,940
| +10% | +$135K | 0.08% | 212 |
|
|
2022
Q2 | $1.56M | Sell |
18,808
-567
| -3% | -$47K | 0.09% | 192 |
|
|
2022
Q1 | $1.57M | Sell |
19,375
-213
| -1% | -$17.2K | 0.08% | 222 |
|
|
2021
Q4 | $1.61M | Buy |
19,588
+452
| +2% | +$37.1K | 0.08% | 192 |
|
|
2021
Q3 | $1.4M | Buy |
19,136
+194
| +1% | +$14.2K | 0.08% | 210 |
|
|
2021
Q2 | $1.41M | Buy |
18,942
+1,223
| +7% | +$91.2K | 0.08% | 211 |
|
|
2021
Q1 | $1.25M | Buy |
17,719
+4,472
| +34% | +$316K | 0.07% | 218 |
|
|
2020
Q4 | $935K | Buy |
13,247
+3,285
| +33% | +$232K | 0.06% | 222 |
|
|
2020
Q3 | $649K | Buy |
9,962
+298
| +3% | +$19.4K | 0.05% | 243 |
|
|
2020
Q2 | $654K | Sell |
9,664
-1,433
| -13% | -$97K | 0.07% | 216 |
|
|
2020
Q1 | $645K | Sell |
11,097
-5,905
| -35% | -$343K | 0.09% | 181 |
|
|
2019
Q4 | $1.36M | Sell |
17,002
-6,339
| -27% | -$507K | 0.06% | 305 |
|
|
2019
Q3 | $2.07M | Sell |
23,341
-1,768
| -7% | -$157K | 0.25% | 90 |
|
|
2019
Q2 | $1.73M | Buy |
25,109
+8,534
| +51% | +$589K | 0.25% | 84 |
|
|
2019
Q1 | $1.3M | Buy |
16,575
+3,140
| +23% | +$246K | 0.18% | 115 |
|
|
2018
Q4 | $878K | Buy |
13,435
+4,236
| +46% | +$277K | 0.16% | 129 |
|
|
2018
Q3 | $586K | Sell |
9,199
-199
| -2% | -$12.7K | 0.11% | 166 |
|
|
2018
Q2 | $624K | Buy |
9,398
+1,100
| +13% | +$73K | 0.13% | 158 |
|
|
2018
Q1 | $508K | Buy |
8,298
+1,625
| +24% | +$99.5K | 0.11% | 184 |
|
|
2017
Q4 | $452K | Buy |
6,673
+2,569
| +63% | +$174K | 0.1% | 190 |
|
|
2017
Q3 | $280K | Buy |
+4,104
| New | +$280K | 0.08% | 218 |
|